STAGE 1: Define the metrics
Concept: Metrics need a grain and a business rule.
Task: Specify active customer, net revenue and support volume with exclusions and date logic.
Acceptance: Two reviewers should be able to calculate the same measure.

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STAGE 2: Model the data
Concept: Joining facts at incompatible grains inflates totals.
Task: Sketch customer, date and plan dimensions plus separate sales and ticket facts.
Acceptance: Identify a primary key and grain for every table.

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STAGE 3: Build the dashboard
Concept: The interface should lead from an overview to an actionable exception.
Task: Create three views and an explicit filter state; use a spreadsheet if Power BI is unavailable.
Acceptance: A filtered total reconciles to the underlying rows.

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STAGE 4: Validate the decision
Concept: A dashboard is useful only if its interpretation is reliable.
Task: Test duplicate keys, missing dates and a zero-sales period; document the result.
Acceptance: Empty data are not shown as successful performance.

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